Company lists · Data refreshed September 2026
Top 22 Asset management advisory services based in Cleveland, United States
RevenueBase identified 34 company matches for asset management advisory services associated with Cleveland, United States as of September 2026 and tracks 1,466 professional contacts across them, including 732 with verified work emails. Across the United States, New York is the largest hub for this category (498 companies); Cleveland has 34.
This list covers company matches for asset management advisory services associated with Cleveland, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 22 largest asset management advisory services based in Cleveland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 520 contacts → | ||||
Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 190 contacts → | ||||
Exact match “Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 139 contacts → | ||||
Exact match “Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 47 contacts → | ||||
Exact match “With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 18 contacts → | ||||
Exact match “Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Reed Financial Services is an independent, true wealth management firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “Insurance advisors who truly work for you.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “Courtland merged with StepStone Real Estate (SRE), in April 2018, creating one of the largest and most active real estate solutions providers in the world.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Virtera is a boutique investment firm that provides customized, independent investment advice to ultra-high net worth families as we strive to help them preserve and grow their…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Winslow Asset Management is an independent, 100% employee-owned investment firm based in Cleveland, Ohio.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Comprehensive Financial Planning Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “At Davenport Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Riverview Research is a boutique, SEC-registered consulting firm serving a select group of affluent and institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Gries Financial provides the highest level of investment and wealth management counsel to a select group of high net worth individuals as well as institutions including endowments…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “For our clients, we strive to achieve a desired level of financial stability through a collaborative and highly personalized approach.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Copper Ridge Capital was established to empower individuals in the journey of defining and achieving their financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “asset management advisory services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 22 of 34 asset management advisory services based in Cleveland, United States
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Asset management advisory services based in Cleveland, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 34 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Cleveland, United States whose business descriptions match “asset management advisory services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 732 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Asset management advisory services by metro in the United States
- Asset management advisory services in New York498
- Asset management advisory services in Chicago172
- Asset management advisory services in Atlanta140
- Asset management advisory services in Miami139
- Asset management advisory services in Houston136
- Asset management advisory services in Dallas135
- Asset management advisory services in Boston133
- Asset management advisory services in San Francisco110
- Asset management advisory services in San Diego98
- Asset management advisory services in Los Angeles93
- Asset management advisory services in Austin90
- Asset management advisory services in Denver83
- Asset management advisory services in Scottsdale78
- Asset management advisory services in Charlotte77
- Asset management advisory services in Newport Beach70
- Asset management advisory services in Tampa63
- Asset management advisory services in Portland60
- Asset management advisory services in Irvine59
- Asset management advisory services in Overland Park55
- Asset management advisory services in Seattle55
- Asset management advisory services in Minneapolis54
- Asset management advisory services in Indianapolis53
- Asset management advisory services in San Antonio50
- Asset management advisory services in Cincinnati47
- Asset management advisory services in Columbus46
- Asset management advisory services in Pittsburgh46
- Asset management advisory services in Omaha44
- Asset management advisory services in Naples43
- Asset management advisory services in Richmond43
- Asset management advisory services in Boca Raton42
- Asset management advisory services in Las Vegas42
- Asset management advisory services in Raleigh41
- Asset management advisory services in Birmingham40
- Asset management advisory services in Greenville40
- Asset management advisory services in Washington40
- Asset management advisory services in Phoenix39
- Asset management advisory services in Rochester39
- Asset management advisory services in Sarasota38
- Asset management advisory services in Greenwood Village37
- Asset management advisory services in Orlando36
- Asset management advisory services in Bellevue35
- Asset management advisory services in Columbia34
- Asset management advisory services in Madison33
- Asset management advisory services in Wilmington33
- Asset management advisory services in Louisville32
- Asset management advisory services in Memphis32
- Asset management advisory services in Colorado Springs31
- Asset management advisory services in Nashville31
- Asset management advisory services in Grand Rapids30
- Asset management advisory services in Salt Lake City30
- Asset management advisory services in Springfield30
- Asset management advisory services in Fort Worth29
- Asset management advisory services in Philadelphia29
- Asset management advisory services in Stamford29
- Asset management advisory services in Fort Lauderdale28
- Asset management advisory services in Lexington28
- Asset management advisory services in Tucson27
- Asset management advisory services in Tulsa27
- Asset management advisory services in Alpharetta26
- Asset management advisory services in Pasadena26
- Asset management advisory services in Walnut Creek26
- Asset management advisory services in Jacksonville25
- Asset management advisory services in Plano25
- Asset management advisory services in Virginia Beach25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management advisory services are there based in Cleveland, United States?
RevenueBase identified 34 company matches for asset management advisory services associated with Cleveland, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
MAI Capital Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most asset management advisory services?
New York leads the United States with 498 company records, followed by Chicago (172) and Atlanta (140). Cleveland has 34.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 732 professional contacts with verified work emails tracked across these 34 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 34 asset management advisory services based in Cleveland, United States. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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Company intelligence · public preview
Top 22 asset management advisory services based in Cleveland, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 34 matching company records for asset management advisory services based in Cleveland, United States, with 1,466 tracked contacts and 732 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 asset management advisory services based in Cleveland, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  MAI Capital Managementmai.capitalHQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 520 contacts → |
“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Clearsteadclearstead.comHQ: Cleveland, OH, United StatesReported employees: 201-500 | Cleveland, OH, United States | 201-500 | Exact match | 190 contacts → |
“Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Boyd Watterson Asset Managementboydwatterson.comHQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 139 contacts → |
“Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fairport Wealthfairportwealth.com HQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 47 contacts → |
“With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Magis Advisory Groupmagisadvisorygroup.comHQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 18 contacts → |
“Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Oswald Financial, INCoswaldfinancial.com HQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 17 contacts → |
“Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mcdonald Partnersmcdonald-partners.comHQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 17 contacts → |
“Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lakefront Capitallakefrontcapital.nm.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 14 contacts → |
“Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Reed Financial Services, INCreed-financial.comHQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 12 contacts → |
“Reed Financial Services is an independent, true wealth management firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Insurance Incorporatedinsuranceinc.net HQ: Cleveland, TN, United StatesReported employees: 11-50 | Cleveland, TN, United States | 11-50 | Exact match | 11 contacts → |
“Insurance advisors who truly work for you.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Courtland Partners, LTDcourtland.comHQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 10 contacts → |
“Courtland merged with StepStone Real Estate (SRE), in April 2018, creating one of the largest and most active real estate solutions providers in the world.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  KEY Private Bankkey.comHQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 9 contacts → |
“Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Virtera Partnersvirterapartners.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 7 contacts → |
“Virtera is a boutique investment firm that provides customized, independent investment advice to ultra-high net worth families as we strive to help them preserve and grow their…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Winslow Asset Managementwinslowasset.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 4 contacts → |
“Winslow Asset Management is an independent, 100% employee-owned investment firm based in Cleveland, Ohio.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Onpoint Wealth Partnersonpointwealthpartners.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 4 contacts → |
“Comprehensive Financial Planning Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Davenport Wealth Managementdavenportwm.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 3 contacts → |
“At Davenport Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Riverview Research, LLCriverviewresearch.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 3 contacts → |
“Riverview Research is a boutique, SEC-registered consulting firm serving a select group of affluent and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gries Financial Partnersgries.com HQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 2 contacts → |
“Gries Financial provides the highest level of investment and wealth management counsel to a select group of high net worth individuals as well as institutions including endowments…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Blueprint Financial Corporationblueprint1.netHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 2 contacts → |
“For our clients, we strive to achieve a desired level of financial stability through a collaborative and highly personalized approach.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Firefly Wealth Management, LLCfireflywealthmanagement.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 2 contacts → |
“Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Gainspoletti Financial Servicesgainspoletti.com HQ: Cleveland, MS, United StatesReported employees: 11-50 | Cleveland, MS, United States | 11-50 | Exact match | 1 contacts → |
“The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Copper Ridge Capitalcopperridgecap.comHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 1 contacts → |
“Copper Ridge Capital was established to empower individuals in the journey of defining and achieving their financial goals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 34 company matches
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Asset management advisory services: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
34 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 34 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management advisory services by metro in the United States
- Asset management advisory services in New York498
- Asset management advisory services in Chicago172
- Asset management advisory services in Atlanta140
- Asset management advisory services in Miami139
- Asset management advisory services in Houston136
- Asset management advisory services in Dallas135
- Asset management advisory services in Boston133
- Asset management advisory services in San Francisco110
- Asset management advisory services in San Diego98
- Asset management advisory services in Los Angeles93
- Asset management advisory services in Austin90
- Asset management advisory services in Denver83
- Asset management advisory services in Scottsdale78
- Asset management advisory services in Charlotte77
- Asset management advisory services in Newport Beach70
- Asset management advisory services in Tampa63
- Asset management advisory services in Portland60
- Asset management advisory services in Irvine59
- Asset management advisory services in Overland Park55
- Asset management advisory services in Seattle55
- Asset management advisory services in Minneapolis54
- Asset management advisory services in Indianapolis53
- Asset management advisory services in San Antonio50
- Asset management advisory services in Cincinnati47
- Asset management advisory services in Columbus46
- Asset management advisory services in Pittsburgh46
- Asset management advisory services in Omaha44
- Asset management advisory services in Naples43
- Asset management advisory services in Richmond43
- Asset management advisory services in Boca Raton42
- Asset management advisory services in Las Vegas42
- Asset management advisory services in Raleigh41
- Asset management advisory services in Birmingham40
- Asset management advisory services in Greenville40
- Asset management advisory services in Washington40
- Asset management advisory services in Phoenix39
- Asset management advisory services in Rochester39
- Asset management advisory services in Sarasota38
- Asset management advisory services in Greenwood Village37
- Asset management advisory services in Orlando36
- Asset management advisory services in Bellevue35
- Asset management advisory services in Columbia34
- Asset management advisory services in Madison33
- Asset management advisory services in Wilmington33
- Asset management advisory services in Louisville32
- Asset management advisory services in Memphis32
- Asset management advisory services in Colorado Springs31
- Asset management advisory services in Nashville31
- Asset management advisory services in Grand Rapids30
- Asset management advisory services in Salt Lake City30
- Asset management advisory services in Springfield30
- Asset management advisory services in Fort Worth29
- Asset management advisory services in Philadelphia29
- Asset management advisory services in Stamford29
- Asset management advisory services in Fort Lauderdale28
- Asset management advisory services in Lexington28
- Asset management advisory services in Tucson27
- Asset management advisory services in Tulsa27
- Asset management advisory services in Alpharetta26
- Asset management advisory services in Pasadena26
- Asset management advisory services in Walnut Creek26
- Asset management advisory services in Jacksonville25
- Asset management advisory services in Plano25
- Asset management advisory services in Virginia Beach25
Questions about this company list
What does Exact match mean for asset management advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management advisory services did RevenueBase find based in Cleveland, United States?
The saved snapshot records 34 matching company records, 1,466 tracked contacts and 732 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management advisory services by geography
- Asset management advisory services based in Adelaide, Australia
- Asset management advisory services based in Brisbane, Australia
- Asset management advisory services based in Melbourne, Australia
- Asset management advisory services based in Sydney, Australia
- Asset management advisory services based in Belo Horizonte, Brazil
- Asset management advisory services based in Curitiba, Brazil
- Asset management advisory services based in Porto Alegre, Brazil
- Asset management advisory services based in Rio De Janeiro, Brazil
- Asset management advisory services based in Sao Paulo, Brazil
- Asset management advisory services based in Calgary, Canada
- Asset management advisory services based in Montreal, Canada
- Asset management advisory services based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 22 asset management advisory services based in Cleveland, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-management-advisory-services/united-states/cleveland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management advisory services based in Adelaide, Australia
- Asset management advisory services based in Brisbane, Australia
- Asset management advisory services based in Melbourne, Australia
- Asset management advisory services based in Sydney, Australia
- Asset management advisory services based in Belo Horizonte, Brazil
- Asset management advisory services based in Curitiba, Brazil
Company intelligence · public preview
Top 22 asset management advisory services based in Cleveland, United States
RevenueBase records 34 matching company records for asset management advisory services based in Cleveland, United States, with 1,466 tracked contacts and 732 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 asset management advisory services based in Cleveland, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | MAI Capital Managementmai.capital HQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 520 contacts → |
“Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Clearsteadclearstead.com HQ: Cleveland, OH, United StatesReported employees: 201-500 | Cleveland, OH, United States | 201-500 | Exact match | 190 contacts → |
“Clearstead is a financial advisory firm serving wealthy families and leading institutions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Boyd Watterson Asset Managementboydwatterson.com HQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 139 contacts → |
“Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fairport Wealthfairportwealth.com HQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 47 contacts → |
“With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Magis Advisory Groupmagisadvisorygroup.com HQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 18 contacts → |
“Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Oswald Financial, INCoswaldfinancial.com HQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 17 contacts → |
“Oswald Financial, Inc, is a full service advisory firm with a focus on retirement plans and wealth management.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mcdonald Partnersmcdonald-partners.com HQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 17 contacts → |
“Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lakefront Capitallakefrontcapital.nm.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 14 contacts → |
“Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Reed Financial Services, INCreed-financial.com HQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 12 contacts → |
“Reed Financial Services is an independent, true wealth management firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Insurance Incorporatedinsuranceinc.net HQ: Cleveland, TN, United StatesReported employees: 11-50 | Cleveland, TN, United States | 11-50 | Exact match | 11 contacts → |
“Insurance advisors who truly work for you.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Courtland Partners, LTDcourtland.com HQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 10 contacts → |
“Courtland merged with StepStone Real Estate (SRE), in April 2018, creating one of the largest and most active real estate solutions providers in the world.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | KEY Private Bankkey.com HQ: Cleveland, OH, United StatesReported employees: 501-1,000 | Cleveland, OH, United States | 501-1,000 | Exact match | 9 contacts → |
“Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Virtera Partnersvirterapartners.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 7 contacts → |
“Virtera is a boutique investment firm that provides customized, independent investment advice to ultra-high net worth families as we strive to help them preserve and grow their…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Winslow Asset Managementwinslowasset.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 4 contacts → |
“Winslow Asset Management is an independent, 100% employee-owned investment firm based in Cleveland, Ohio.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Onpoint Wealth Partnersonpointwealthpartners.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 4 contacts → |
“Comprehensive Financial Planning Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Davenport Wealth Managementdavenportwm.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 3 contacts → |
“At Davenport Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Riverview Research, LLCriverviewresearch.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 3 contacts → |
“Riverview Research is a boutique, SEC-registered consulting firm serving a select group of affluent and institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gries Financial Partnersgries.com HQ: Cleveland, OH, United StatesReported employees: 11-50 | Cleveland, OH, United States | 11-50 | Exact match | 2 contacts → |
“Gries Financial provides the highest level of investment and wealth management counsel to a select group of high net worth individuals as well as institutions including endowments…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Blueprint Financial Corporationblueprint1.net HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 2 contacts → |
“For our clients, we strive to achieve a desired level of financial stability through a collaborative and highly personalized approach.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Firefly Wealth Management, LLCfireflywealthmanagement.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 2 contacts → |
“Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Gainspoletti Financial Servicesgainspoletti.com HQ: Cleveland, MS, United StatesReported employees: 11-50 | Cleveland, MS, United States | 11-50 | Exact match | 1 contacts → |
“The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Copper Ridge Capitalcopperridgecap.com HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 1 contacts → |
“Copper Ridge Capital was established to empower individuals in the journey of defining and achieving their financial goals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 34 company matches
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Asset management advisory services: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
34 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 34 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management advisory services by metro in the United States
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Questions about this company list
What does Exact match mean for asset management advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management advisory services did RevenueBase find based in Cleveland, United States?
The saved snapshot records 34 matching company records, 1,466 tracked contacts and 732 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management advisory services by geography
- Asset management advisory services based in Adelaide, Australia
- Asset management advisory services based in Brisbane, Australia
- Asset management advisory services based in Melbourne, Australia
- Asset management advisory services based in Sydney, Australia
- Asset management advisory services based in Belo Horizonte, Brazil
- Asset management advisory services based in Curitiba, Brazil
- Asset management advisory services based in Porto Alegre, Brazil
- Asset management advisory services based in Rio De Janeiro, Brazil
- Asset management advisory services based in Sao Paulo, Brazil
- Asset management advisory services based in Calgary, Canada
- Asset management advisory services based in Montreal, Canada
- Asset management advisory services based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 22 asset management advisory services based in Cleveland, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-management-advisory-services/united-states/cleveland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management advisory services based in Adelaide, Australia
- Asset management advisory services based in Brisbane, Australia
- Asset management advisory services based in Melbourne, Australia
- Asset management advisory services based in Sydney, Australia
- Asset management advisory services based in Belo Horizonte, Brazil
- Asset management advisory services based in Curitiba, Brazil